AFG
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Atomi Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Atomi Financial Group’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$344K Buy
1,588
+282
+22% +$65.1K 0.01% 883
2025
Q4 		$338K Sell
1,306
-246
-16% -$65.1K 0.01% 878
2025
Q3 		$481K Sell
1,552
-79
-5% -$23.8K 0.02% 667
2025
Q2 		$522K Sell
1,631
-40
-2% -$13.2K 0.02% 573
2025
Q1 		$577K Buy
1,671
+287
+21% +$90.7K 0.03% 472
2024
Q4 		$393K Buy
1,384
+64
+5% +$18.6K 0.02% 584
2024
Q3 		$371K Buy
1,320
+309
+31% +$87.1K 0.02% 579
2024
Q2 		$262K Buy
1,011
+200
+25% +$49.6K 0.02% 635
2024
Q1 		$203K Buy
+811
New +$195K 0.02% 676

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atomi Financial Group's AJG Position: Q1 2026 in Review

Atomi Financial Group increased its Arthur J. Gallagher & Co (AJG) stake by 22% in Q1 2026, buying an estimated $65.1K and bringing the position to 1,588 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #883.

Atomi Financial Group first reported a position in AJG in Q1 2024 and has held it in 9 quarters since. The position peaked at $577K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Atomi Financial Group held 1,588 shares of Arthur J. Gallagher & Co worth $344K as of Q1 2026.
  • Atomi Financial Group bought 282 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $65.1K.
  • Arthur J. Gallagher & Co made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #883 holding.
  • Atomi Financial Group first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's Arthur J. Gallagher & Co position peaked at $577K in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.